SAMPLE DOCUMENTS

SAMPLE DOCUMENT #1

ABC Charity

Measuring Effectiveness Policy

“WHEREAS, the ABC Charity board of directors seeks to establish a policy on effectiveness assessment to help ensure that the organization has defined, measurable goals in place and objectives in place to evaluate the success and impact of its program(s) in fulfilling these goals and objectives,

“IT IS THEREFORE RESOLVED THAT the board of directors adopts the following policy:

  1. At least once every two years, the ABC Charity will review its goals and objectives toward achieving its mission and will complete a performance and effectiveness assessment of its programs based on that review.
  2. This first such assessment will be in 2010 and will be conducted under the authority ofthe audit committee of the Board.
  3. The ABC Charity Board will receive a written report of this assessment

(a)Describing the activities that ABC Charity undertook in the prior two years to achieve its goals and objectives,

(b)Identifying the measures used to assess ABC Charity’s effectiveness in achieving its goals and objectives,

(c)Analyzing the effectiveness of ABC Charity’s programs in achieving ABC Charity’s goals and objectives,

(d)Recommending future actionsABC Charity might take to increase effectiveness based on the findings.

  1. At the conclusion of this process, ABC Charity will revise the goals and objectives for ABC Charity, as needed, for the upcoming term and will suggest means of measuring them.

Please visit the Better Business Bureau’s website for additional guidance, resource links, and other helpful information on measuring organizational effectiveness:

SAMPLE DOCUMENT #2

Sample Conflict of Interest Policy

  1. Members of the board shall not personally benefit as a result of their board involvement except for reasonable compensation of services rendered. The purpose of this provision is to prevent Board members from acting primarily on the basis of financial self-interest and to prevent the (organization) from operating in a manner that favors board members to the detriment of others.
  1. In the event that the board considers an issue that involves the financial relationship between the organization and a member of the board, the Board member will disclose to the Board the financial relationship that the particular Board member has, with respect to the issue. The Board Member shall refrain from voting on the matter.
  1. Board members who serve as an employee or volunteer in a decision making capacity on behalf of another organization which the (organization) is working with or transacting business with, shall inform the Board President and the Executive Director as to their involvement in the said organization.
  1. It should be mentioned that the Conflict of Interest Policy as enumerated herein applies to a board member’s immediate family as well as themselves.
  1. Staff and their current spouse, if applicable, are restricted from serving as voting members of the Board and former staff members are restricted as voting members for a period of two years from the date of their separation as the staff member of the (organization).
  1. Staff shall not engage in any outside activity or employment which involves the direct or indirect use of information obtained as an employee which shall provide financial gain to him or herself or a member of his or her immediate family without the express consent of the executive director. The Executive Director shall not similarly act without the express consent of the President.

Approved by (organization)’s Board of Directors

On 3/21/20__

This above sample is to be viewed as a sample only, not recommended as an exact template. Each conflict of interest policy should be tailored to suit each individual organization. It is advisable to consult with your organization’s legal advisor.

SAMPLE DOCUMENT #3

Website Privacy Policy Resources

Elements BBB requires in privacy policy (Standard 18):

1) what information, if any, is being collected about them by the charity and how this information will be used,

2) how to contact the charity to review personal information collected and request corrections,

3) how to inform the charity (e.g., a check off box) that the visitor does not wish his/her personal information to be shared outside the organization (or indicate that the charity does not share personal information if this is the case), and

4) if applicable, what security measures the charity has in place to protect personal information.

Privacy Policy Examples:

(click “privacy policy” at bottom of home page)

(click “privacy” at bottom of home page)

(click “privacy” at bottom of home page)

In the case that no information is being collected, including non-personal electronic tracking, or “cookies”, a privacy policy is still required. A sample is below:

ABC Charity respects the privacy of our visitors and does not collect any personal information.

We do not attempt to track individuals in any manner and we do not link the web information to link to any other databases with the purpose of identifying individual website users. We do not track IP addresses or deposit any “cookies” in an attempt to gain information about website users.
When visiting links to other sites, we encourage you to review the privacy policies and statements of each site you visit.
Any questions and comments regarding the ABC Privacy Policy should be directed to:
Phone:

E-mail:

Address:

SAMPLE DOCUMENT #4

Sample Annual Report

ABC Organization Address

Phone Fax

Email

Website

ABC Organization’s mission is to assist in the protection and recovery of missing, abused, and neglected children.

Dear Friends,

One of the joys of preparing an annual report is that it gives us the opportunity to look back and be thankful for all that has been accomplished. The past fiscal year was filled with wonderful opportunities and many challenges. Some of the highlights were:

  • Assisted in recovery of 250 children
  • Strengthened our ID Child program to benefit both current missing children and prevent further child kidnappings through the sale of a child identification bracelet
  • Created new after-school programs at local community center to help neglected and abused children
  • Produced a public service announcement with the assistance of a local sports hero

The following is an overview of ABC Organization’s income and expenses for the fiscal year ended June 30, XXXX.

Total Support & Revenue:

Program Expenses:

Child ID Program*

Recovery and After School Program*

Total Program Expense

Management & General Expenses: Fundraising Expenses:

$XXX,XXX

$XXX,XXX

$XXX,XXX

$XXX,XXX

$XXX,XXX

$XXX,XXX

Total Expenses*: $XXX,XXX

Total Assets*: $XXX,XXX

Total Liabilities*: $XXX,XXX

Net Asset Balance: $XXX,XXX

Board of Directors

Charles Johnson, Chairman

Maria Ibarra, Treasurer

Peter Williams, Secretary

Calvin Johnson, Trustee

Roger Kingston, Trustee

Inez Martinez, Trustee

Janie Piermont, Trustee

Nicolas Vanderbilt, Trustee

Executive Director: Joel W. Mehl

ABC Organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. Donations are tax-deductible to the extent allowed by law.

* Optional

SAMPLE DOCUMENT #5

Sample Annual Budget

Final 4.2012